W

WealthCollab Portfolio holdings

AUM $178M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.22M
3
+$833K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$747K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$388K

Top Sells

1
+$220K
2
+$49.8K
3
+$41.3K
4
HDB icon
HDFC Bank
HDB
+$37.5K
5
EXR icon
Extra Space Storage
EXR
+$32.7K

Sector Composition

1 Technology 6.98%
2 Consumer Discretionary 4.11%
3 Materials 3.33%
4 Communication Services 2.5%
5 Financials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$54.6K 0.04%
1,467
+294
152
$54.1K 0.04%
+2,000
153
$52.6K 0.04%
319
154
$52K 0.04%
288
155
$52K 0.04%
2,534
+1,516
156
$51.7K 0.04%
292
157
$51.7K 0.04%
905
+751
158
$50.3K 0.04%
1,562
159
$48.5K 0.04%
304
160
$47.5K 0.04%
657
+370
161
$47.3K 0.03%
1,094
+613
162
$46.8K 0.03%
257
+11
163
$46.8K 0.03%
112
+100
164
$46.1K 0.03%
839
165
$45.3K 0.03%
870
166
$44.4K 0.03%
+1,202
167
$43.5K 0.03%
1,740
168
$43.4K 0.03%
1,339
+195
169
$43.2K 0.03%
266
-129
170
$41.6K 0.03%
+2,500
171
$41.4K 0.03%
280
172
$40.2K 0.03%
1,112
+451
173
$39.5K 0.03%
241
+24
174
$39.5K 0.03%
139
-39
175
$39.5K 0.03%
71
5 6
7
8 9